Jeri Frank

Jeri Frank is the Co-founder and CEO of STRATAFOLIO, a leading software platform that integrates seamlessly with QuickBooks to simplify the complex world of commercial real estate management. A recognized thought leader, Jeri contributes regularly to the Forbes Business Council and has shared her expertise through IREM and CCIM podcasts and webinars. STRATAFOLIO has earned top industry recognition, including being named a top platform by CREtech, selected for the National Association of Realtors REACH program, and listed by Houlihan Lokey as a top property management system for several consecutive years. STRATAFOLIO consistently earns 5-star reviews from platform users for its unique ability to reduce manual activities by 80%. You can find links to many resources and guides on their website.
Featured Tags: Free Premium Pro BeInsightful

Recent Articles

page/2
Posts by topic
Top ProAdvisor in Focus Real Estate Business Formation Business Entity Type pro

Real Estate Accounting: Proper Entity Setup - Entity Structure Matters

Real Estate Accounting: Proper Entity Setup - Entity Structure Matters

QuickBooks Accounting Real Estate pro

Introduction to Real Estate Accounting - What You Need to Know

Commercial real estate accounting has its own rhythm. The good news is that QuickBooks can handle they day-to-day aspects when it is structured...

1 2

Insightful Accountant Webinars

Webinar Calendar

Browse upcoming and trending webinars and register directly from the calendar.

Webinars This Month

Sep 11
Effective Cash Flow Forecasting: Planning for Growth and Stability

Effective Cash Flow Forecasting: Planning for Growth and Stability

September 11, 2026 · 11:00 AM ET

premium Register Now →
Sep 16
Capacity Planning and Staff Utilization

Capacity Planning and Staff Utilization

September 16, 2026 · 11:30 AM ET

pro Register Now →
Sep 23
The CAS Opportunity: CAS is the Future

The CAS Opportunity: CAS is the Future

September 23, 2026 · 12:00 PM ET

premium Register Now →
Sep 24
The Truth About Doing Taxes With AI

The Truth About Doing Taxes With AI

September 24, 2026 · 12:00 PM ET

beinsightful Register Now →
Sep 29
Beyond the P&L: Uncovering True Profitability For Agriculture Clients

Beyond the P&L: Uncovering True Profitability For Agriculture Clients

September 29, 2026 · 12:00 PM ET

premium Register Now →
Sep 30
When AI Does the Bookkeeping: Where Accountants Create Value Next

When AI Does the Bookkeeping: Where Accountants Create Value Next

September 30, 2026 · 2:00 PM ET

premium Register Now →
No webinars scheduled for this month.

Be Insightful

Get ready to take your tax, accounting, bookkeeping or advisory practice to a new level with Insightful Accountant's "Be Insightful" Premium Membership.

Learn How To Be Insightful
Save Now With Our New Member Offers
Subscribe To Our Newsletters
Get updates, insights, and special offers straight to your inbox